Capital Impact Advisors, LLC Upstart Holdings, Inc. Transaction History

Capital Impact Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$23.25 - $38.8 $99,114 - $165,404	-4,263 Reduced 8.77%	44,369 $1.19 Million
Q4 2023 Feb 14, 2024	BUY	$20.87 - $47.31 $609,090 - $1.38 Million	29,185 Added 150.07%	48,632 $1.99 Million
Q3 2023 Nov 14, 2023	BUY	$26.55 - $72.09 $446,358 - $1.21 Million	16,812 Added 638.03%	19,447 $555,000
Q1 2023 May 23, 2023	SELL	$12.89 - $23.85 $22,325 - $41,308	-1,732 Reduced 39.66%	2,635 $41,000
Q4 2022 Feb 14, 2023	BUY	$12.25 - $24.9 $5,769 - $11,727	471 Added 12.09%	4,367 $57,000
Q3 2022 Nov 21, 2022	SELL	$20.79 - $36.28 $60,332 - $105,284	-2,902 Reduced 42.69%	3,896 $76,000
Q2 2022 Aug 15, 2022	SELL	$28.0 - $113.85 $132,832 - $540,104	-4,744 Reduced 41.1%	6,798 $215,000
Q1 2022 May 16, 2022	BUY	$89.34 - $157.99 $1.03 Million - $1.82 Million	11,542 New	11,542 $1.26 Million

325

39.2M

6.95M

8.92M

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $3.17B
Description
Upstart Holdings, Inc., together with its subsidiaries, operates a cloud-based artificial intelligence (AI) lending platform in the United States. Its platform aggregates consumer demand for loans and connects it to its network of the company's AI-enabled bank partners. The company was founded in 2012 and is headquartered in San Mateo, California.

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